Client Service Associate

Client Service Associate
Hall Capital Management Co., Inc. | Barrington, RI | Full-time | On-site

Hall Capital Management is an SEC-registered investment adviser based in Barrington, Rhode Island, serving approximately 500 client families through investment management, financial planning, and tax preparation. We help clients make thoughtful financial decisions through changing markets and stages of life, building lasting relationships through personal attention, clear communication, and dependable service.

As our firm grows, we’re looking for a Client Service Associate who shares that commitment. You’ll work alongside experienced colleagues, receive hands-on training, and play an important role in the care our clients receive. We value initiative, attention to detail, and pride in your work, with opportunities to develop your skills and take on greater responsibility over time.

This position focuses on client service and account administration, with no sales or business development requirements.

What you’ll do

• Prepare, submit, and track paperwork for new accounts, transfers, distributions, and account updates.
• Gather client information and ensure documentation is complete and accurate.
• Keep client records, notes, and follow-up tasks current in our client relationship management (CRM) system.
• Help maintain accurate account information in our portfolio management system.
• Work with Charles Schwab, where our clients’ accounts are held, to process requests and resolve account questions.
• Communicate with clients about paperwork, account requests, and next steps, keeping them informed through completion.
• Assist with client meeting preparation, reporting, billing, and other administrative needs.
• Help identify ways to make our processes more efficient and reliable.

What we’re looking for

• Two or more years of experience in banking, brokerage, financial services, or a related client service or account administration role preferred.
• Strong organizational skills, attention to detail, and dependable follow-through.
• Clear, professional communication and a friendly approach to client service.
• Comfort with Microsoft Office and a willingness to learn new software.
• Good judgment and discretion when handling confidential information.
• A collaborative attitude, initiative, and an interest in developing new skills.

Experience with investment account paperwork, CRM systems, or Schwab Advisor Center is helpful, but not required. We welcome candidates with transferable experience from banking and other client service environments and will provide training on our systems and processes.

What we offer

• Salary of $70,000–$80,000, based on experience.
• Medical insurance.
• 401(k) and profit sharing plan.
• Two weeks of paid time off, plus federal holidays.
• Monday–Friday schedule, 8:30 a.m. to 4:30 p.m.
• Hands-on training and direct support from experienced colleagues.
• Opportunities to expand your responsibilities and build a lasting career with a growing firm.

To apply

Please apply through Indeed with your résumé. A brief note about your experience and interest in the position is welcome.

Pay: $70,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Retirement plan

Work Location: In person